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Jan 13
19m 47s

E281:The Tsunami of Pain Facing Venture ...

David Weisburd
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Yesterday
E283: How AI will Affect Financial Markets
What happens when the marginal cost of intelligence approaches zero? David Weisburd speaks with Richard Socher about building U.com, the evolution of AI search and agents, and why infrastructure—not hype—will determine AI’s real economic impact. Richard shares a first-principles ... Show More
29m 46s
Jan 14
E282: Why LPs are Investing into Independent Sponsors
What role do independent sponsors play in today’s lower middle market private equity ecosystem? David Weisburd speaks with Tom Duffy about how TIFF partners with independent sponsors, why deal-by-deal investing can improve alignment, and what differentiates high-quality sponsors ... Show More
23m 49s
Jan 12
E280: The Art of Quiet Compounding w/Mark Sotir
Why do the best investors spend more time preparing for what can go wrong than forecasting what might go right? In this episode, I talk with Mark Sotir, President of Equity Group Investments, about what it really means to invest with an owner’s mindset. Mark shares lessons from w ... Show More
31m 57s
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